GTA Accountants & Finance Network

Matt spent the first decade and a half of his career with the RBC Dominion Securities Portfolio Advisory Group (PAG), where his sophisticated market analysis and knack for communicating the most complex concepts in comprehensible terms helped him stand out among his peers. In 2010, he was promoted to leader of the PAG team, overseeing a group of a dozen analysts as they built equity portfolios for advisors and their clients.

Six years later, Matt took his unique know-how to RBC Capital Markets as Chief Canadian Equity Strategist, where he advised institutional investors from some of the largest pension funds and mutual fund companies in North America. In addition to his aforementioned accomplishments, Matt has chaired the RBC Dominion Securities Investment Strategy Committee and managed the prestigious RBC Canadian Focus List, the oldest stock portfolio of its kind in Canada. Matt has also appeared frequently on BNN Bloomberg and was often quoted in various financial publications, including Fortune Magazine, the Financial Times, and the Globe and Mail.

Matt brought his expert knowledge to private clients in 2018, launching his own practice at RBC Dominion Securities. Today, as senior portfolio manager at Barasch - Wellwood Wealth Partners, Matt spends his days working shoulder to shoulder with Jeff, relying on his innate sense of the financial world to offer clients an industry-leading experience. Still an avid researcher, Matt begins every day by conducting an in-depth analysis of the markets, working hard to translate his findings into meaningful investment results. He constantly shares his proprietary insights with our clients via our blog and team newsletter.

A CFA charterholder since 2004, Matt holds an MBA from the University of Toronto’s Rotman School of Management and a Bachelor of Arts degree from the University of Buffalo.

As a two-time survivor of Non-Hodgkin’s lymphoma, Matt understands firsthand the importance of family and community in difficult times. Since 2020, he has sat on the board of directors for Wellspring, which provides free support to cancer patients and their families. Matt and his wife of over 20 years, Karen, have two precocious children, Naomi and Malcolm, and two devoted golden retrievers – Revis and Gary. Together, Matt and Karen enjoy golfing, cooking, and the works of William Shakespeare (although they prefer them in the original Klingon).